WFA of San Diego’s Walt Disney DIS Stock Holding History

WFA of San Diego’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-166	Closed	-$16K	–	162
2026 Q1	$16K	Sell	166 -424	-72%	-$44.8K	0.01%	268
2025 Q4	$67.1K	Sell	590 -150	-20%	-$16.5K	0.05%	169
2025 Q3	$84.7K	Hold	740	–	–	0.06%	157
2025 Q2	$91.8K	Buy	+740	New	+$76.9K	0.07%	146
2024 Q3	$54.7K	Hold	568	–	–	0.05%	178
2024 Q2	$56.4K	Buy	+568	New	+$61.1K	0.05%	169
2023 Q3	$74.2K	Hold	916	–	–	0.08%	139
2023 Q2	$81.8K	Buy	+916	New	+$86.8K	0.08%	127
2023 Q1	–	Sell	-1,367	Closed	-$119K	–	146
2022 Q4	$119K	Buy	+1,367	New	+$131K	0.09%	125
2022 Q3	–	Sell	-967	Closed	-$91K	–	157
2022 Q2	$91K	Buy	+967	New	+$107K	0.08%	121
2022 Q1	–	Sell	-1,207	Closed	-$187K	–	102
2021 Q4	$187K	Buy	1,207 +220	+22%	+$35.5K	0.11%	118
2021 Q3	$167K	Buy	+987	New	+$176K	0.12%	112
2020 Q3	–	Sell	-13,246	Closed	-$1.9M	–	110
2020 Q2	$1.9M	Buy	+13,246	New	+$1.46M	0.45%	49

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WFA of San Diego's DIS Position: Q2 2026 in Review

WFA of San Diego sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 166 shares — an estimated $16K sold.

WFA of San Diego first reported a position in DIS in Q2 2020 and held it in 13 quarters. The position peaked at $1.9M in Q2 2020. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

WFA of San Diego reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 166 Walt Disney shares in Q2 2026, an estimated $16K.
WFA of San Diego first reported a position in Walt Disney in Q2 2020 and held it in 13 quarters.
WFA of San Diego's Walt Disney position peaked at $1.9M in Q2 2020.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.